SMSF Borrowings

Financial Essentials Pty Ltd
Melbourne, VIC, Australia

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' The SMSF ’warrants’ borrowings provisions have generated an extraordinary level of attention within the industry.

Coupled with the recent downturn in the investment markets, many expect the provisions to fuel an increase in SMSF exposure to the property sector as trustees gain an additional funding option.

Potential short-term SMSF funding opportunities arising from the provisions have also generated significant discussion.

Key issues critical to the application of the provisions in practice include:

the manner in which limited recourse SMSF borrowings may be structured and managed;

potential strategy applications and key factors to be considered; and

associated licensing and advisory considerations.
...''

Elements of this syllabus are subject to change.

Phone:(03) 9603 3384

School Address/Venue(s):

Level 2, 469 La Trobe Street, MELBOURNE VIC 3000 Australia

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accredited competency
Tax Effective Risk Solutions
Termination Payments and Redundancy
Key Planning Issues for Super Death Benefits
Adviser Education Assessment Service
Superannuation Generic Knowledge
Superannuation Applied Knowledge and Skills
Superannuation Specialist Knowledge
Retirement Income Streams Generic Knowledge
Retirement Income Streams Applied Knowledge & Skills

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